Custom Trust Solutions

There are many reasons for holding your assets in a Trust. Some of the most common reasons are discussed below.

  • Revocable Trust:
    Provides protection upon incapacity and avoids probate for assets properly re-titled into trust ownership.
  • Qualified Domestic Trust:
    Marital deduction is allowed for non-citizen spouse.
  • Qualified Terminable Interest Property Trust:
    A Qualified Terminable Interest Property (QTIP) Trust will provide a lifetime income for your spouse and also allow you to retain ultimate control over who receives the property in the trust after your spouse's death.
  • Bypass Trust:
    Also known as a credit shelter, divides estate into two parts at a spouse’s death. One part passes outright to the surviving spouse while the other part is placed in a credit shelter trust.
  • Spendthrift Trust:
    Trust assets are protected from the beneficiary's creditors.
  • Special Needs Trust:
    Provides for the needs of a disabled individual.
  • Grantor Retained Income or Annuity Trusts (GRIT or GRAT):
    Removes property given to trust from the grantor’s estate (freezing its value) while permitting grantor (and grantor’s spouse) to continue receiving income or an annuity stream for a fixed term of years.

 

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit
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